CASH FLOW PLANNING

forecast clients' income and expenses, as well as their assets and liabilities, throughout their lifetime

INVESTMENT PLANNING

determine how to invest current assets and future savings based on financial goals, a client's attitude towards risk, and their current financial position.

TAX PLANNING

develop a plan aimed at minimizing the amount of tax payable while complying with all the tax legislation in effect.

ESTATE / IHT PLANNING

Demonstrate how to eliminate uncertainties and maximize the value of an estate by reducing taxes and other expenses.

COLLABORATION

supports secure sharing of information with designated community members

What's New in Voyant

Our new 'fillable' fact-find technology allows the transfer of client-specific data from a .PDF file into the Voyant Adviser solution.

A new, simplified UI is here. You still have access to the more advanced features, but it's all neatly tucked away until you need it.

A line showing the total basic expenses in each year can now be shown on the Cashflow charts. This line simply shows the total for all expenses categorized as Basics.

Added an Income vs. Expenditures view to the Overview screen

Added a second details panel for use in dual chart mode and enabled resizing for readability.

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